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Lifetyme Financial Advisors, LLC CRD 159809
502 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-10 |
Branch Locations
Williamston, SC • United States
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetyme Financial Advisors, Llc | Scottsdale | AZ | 02/2026 | Present |
| Wellington Capital Reserve | Greenville | SC | 09/2023 | Present |
| Unemployed | Williamston | SC | 06/2023 | 09/2023 |
| Core Financial Resources | Anderson | SC | 07/2016 | 06/2023 |
1) WELLINGTON CAPITAL RESERVE; INV REL; GREENVILLE, SC; INS SALES AND SERVICES; INS AGENT; 09/2023; 170 HRS/MO; 170 HRS/MO DURING SEC TRADING. 2) RENEWED WELLBEING NETWORK; NOT INV REL; ANDERSON, SC; PROFESSIONAL COUNSELING SERVICES/BOARD MEMBER-TREASURER; 01/2025; 1 HR/MO. 3) NEW HEART FELLOWSHIP; NOT INV REL; ANDERSON, SC; CHURCH; BOARD MEMBER-ELDER-TREASURER; 01/2025; 28 HR/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-19 |
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